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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Powell Industries Inc. (POWL)
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Vertiv Holdings LLC Class A (VRT)
Q: Hello 5i,
With an eye to reduce some holdings how much overlap is there between these three?
After the recent "dip" how would you rank them?
Thank you so much
Dave
With an eye to reduce some holdings how much overlap is there between these three?
After the recent "dip" how would you rank them?
Thank you so much
Dave
5i Research Answer:
We would rank: POWL, VRT, HPS.A with the share declines being more of an influence here (for potential upside bounces). There would be more overlap between POWL and HPS.A, though all have some of the same electrical drivers and potential with data centres. VRT is more directly data centre related and the others 'serve' the sector indirectly.